PFC Capital Group’s United Parcel Service UPS Stock Holding History

PFC Capital Group’s Portfolio UPS Stock Details UPS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$458K	Sell	4,661 -1,750	-27%	-$188K	0.2%	65
2025 Q4	$635K	Sell	6,411 -1,256	-16%	-$117K	0.26%	59
2025 Q3	$640K	Sell	7,667 -284	-4%	-$25.7K	0.27%	62
2025 Q2	$802K	Sell	7,951 -1,050	-12%	-$103K	0.37%	51
2025 Q1	$990K	Sell	9,001 -269	-3%	-$32.2K	0.5%	40
2024 Q4	$1.17M	Sell	9,270 -750	-7%	-$98.7K	0.56%	35
2024 Q3	$1.37M	Sell	10,020 -250	-2%	-$32.8K	0.66%	34
2024 Q2	$1.41M	Sell	10,270 -1,900	-16%	-$272K	0.7%	33
2024 Q1	$1.81M	Sell	12,170 -500	-4%	-$76K	0.97%	27
2023 Q4	$1.99M	Buy	+12,670	New	+$1.92M	1.18%	22

Other funds holding UPS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PFC Capital Group's UPS Position: Q1 2026 in Review

PFC Capital Group reduced its United Parcel Service (UPS) stake by 27% in Q1 2026, selling an estimated $188K and leaving 4,661 shares worth $458K. The position accounts for 0.2% of the portfolio, ranked #65.

PFC Capital Group first reported a position in UPS in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.99M in Q4 2023. 2,099 funds tracked by Wall St. Rank hold UPS as of Q1 2026.

PFC Capital Group held 4,661 shares of United Parcel Service worth $458K as of Q1 2026.
PFC Capital Group sold 1,750 United Parcel Service shares in Q1 2026, an estimated $188K.
United Parcel Service made up 0.2% of PFC Capital Group's portfolio in Q1 2026, its #65 holding.
PFC Capital Group first reported a position in United Parcel Service in Q4 2023 and has held it in 10 quarters since.
PFC Capital Group's United Parcel Service position peaked at $1.99M in Q4 2023.
2,099 funds tracked by Wall St. Rank held United Parcel Service as of Q1 2026.

Based on PFC Capital Group's 13F filing for Q1 2026, filed 13 May 2026.